W. P. Carey Inc.
WPC- 交易所
- NYSE
- 產業
- Real Estate Investment Trusts
- SEC CIK
- 0001025378
近 90 天，W. P. Carey Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 905 家機構在 13F 申報持有，市值合計 $128.2 億；沒有大師持有。
2024 年第 4 季 13F 持有人
W. P. Carey Inc. 在 2024/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 782
- 較 2024 年第 3 季 −9 家
- 持有股數
- 1.51 億
- 較 2024 年第 3 季 +375.1 萬 (+2.6%)
- 總市值
- $81.6 億
- 較 2024 年第 3 季 −$9.72 億 (−10.6%)
- 新進機構
- 100
- 另有 271 家加碼
- 清倉機構
- 109
- 另有 289 家減碼
另有 14 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 WPC 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 905 | $128.2 億 |
| 2026 年第 1 季 | 869 | $116.9 億 |
| 2025 年第 4 季 | 857 | $106.2 億 |
| 2025 年第 3 季 | 819 | $105.9 億 |
| 2025 年第 2 季 | 820 | $97.9 億 |
| 2025 年第 1 季 | 823 | $98.2 億 |
| 2024 年第 4 季 | 782 | $81.6 億 |
| 2024 年第 3 季 | 805 | $91.7 億 |
| 2024 年第 2 季 | 784 | $81.6 億 |
| 2024 年第 1 季 | 773 | $87.1 億 |
| 2023 年第 4 季 | 782 | $104.6 億 |
| 2023 年第 3 季 | 746 | $75.9 億 |
| 2023 年第 2 季 | 820 | $92.1 億 |
| 2023 年第 1 季 | 838 | $106.4 億 |
| 2022 年第 4 季 | 855 | $106.0 億 |
| 2022 年第 3 季 | 798 | $93.6 億 |
| 2022 年第 2 季 | 813 | $104.4 億 |
| 2022 年第 1 季 | 785 | $93.7 億 |
| 2021 年第 4 季 | 768 | $93.1 億 |
| 2021 年第 3 季 | 717 | $81.5 億 |
| 2021 年第 2 季 | 699 | $80.9 億 |
| 2021 年第 1 季 | 653 | $72.5 億 |
2024 年第 4 季持有機構
每家機構持有 W. P. Carey Inc. 的股數、市值與佔組合比重；股數變化跟 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 21,284 | $115.9 萬 | 0.02% | −1,120−5.0% | 減碼 |
| Moors & Cabot, Inc. | 21,340 | $116.3 萬 | 0.06% | −6,250−22.7% | 減碼 |
| Quest Partners LLC | 21,467 | $117.0 萬 | 0.16% | −87,281−80.3% | 減碼 |
| Walleye Capital LLC | 21,619 | $117.8 萬 | 0.01% | +2,894+15.5% | 加碼 |
| Blair William & Co | 21,638 | $117.9 萬 | 0.00% | −1,537−6.6% | 減碼 |
| Associated Banc-Corp | 22,007 | $119.9 萬 | 0.04% | −2,693−10.9% | 減碼 |
| Jeppson Wealth Management, LLC | 22,056 | $120.2 萬 | 0.44% | −29−0.1% | 減碼 |
| Colonial Trust Advisors | 22,253 | $121.2 萬 | 0.11% | −4,926−18.1% | 減碼 |
| TFG Advisers LLC | 22,641 | $123.3 萬 | 0.44% | −516−2.2% | 減碼 |
| Apollon Wealth Management, LLC | 23,254 | $126.7 萬 | 0.03% | +6,367+37.7% | 加碼 |
| 1832 Asset Management L.P. | 23,881 | $130.1 萬 | 0.00% | +182+0.8% | 加碼 |
| CWM Advisors, LLC | 23,935 | $130.4 萬 | 0.15% | −797−3.2% | 減碼 |
| Cornerstone Wealth Management, LLC | 24,037 | $131.0 萬 | 0.09% | +1,104+4.8% | 加碼 |
| EverSource Wealth Advisors, LLC | 24,247 | $132.1 萬 | 0.07% | +570+2.4% | 加碼 |
| Vident Advisory, LLC | 24,645 | $134.3 萬 | 0.02% | −9,615−28.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 25,008 | $136.2 萬 | 0.02% | +18,588+289.5% | 加碼 |
| Susquehanna International Group, LLP | 25,228 | $137.4 萬 | 0.00% | −68,635−73.1% | 減碼 |
| The PNC Financial Services Group, Inc. | 25,237 | $137.5 萬 | 0.00% | −3,572−12.4% | 減碼 |
| Natixis Advisors, L.P. | 25,898 | $141.1 萬 | 0.00% | −3,869−13.0% | 減碼 |
| Neuberger Berman Group LLC | 26,025 | $141.8 萬 | 0.00% | +673+2.7% | 加碼 |
| Fiduciary Alliance LLC | 26,034 | $141.8 萬 | 0.14% | +26,034 | 新進 |
| Hilltop Partners LLC | 26,610 | $145.0 萬 | 0.49% | −54−0.2% | 減碼 |
| Richard P Slaughter Associates Inc | 26,849 | $146.3 萬 | 0.33% | −1,608−5.7% | 減碼 |
| Stoneridge Investment Partners LLC | 27,163 | $148.0 萬 | 0.53% | 00.0% | 不變 |
| Royal Fund Management, LLC | 27,180 | $148.3 萬 | 0.16% | +3,988+17.2% | 加碼 |
| Cerity Partners LLC | 26,674 | $149.6 萬 | 0.00% | +1,763+7.1% | 加碼 |
| Federated Hermes, Inc. | 27,494 | $149.8 萬 | 0.00% | +2,801+11.3% | 加碼 |
| Excalibur Management Corp | 27,548 | $150.1 萬 | 0.60% | −4,662−14.5% | 減碼 |
| Janus Henderson Group PLC | 27,585 | $150.3 萬 | 0.00% | +15,600+130.2% | 加碼 |
| Voya Investment Management LLC | 27,955 | $152.3 萬 | 0.00% | −7,499−21.2% | 減碼 |
| Metis Global Partners, LLC | 28,059 | $152.9 萬 | 0.05% | +1,928+7.4% | 加碼 |
| M&T Bank Corp | 28,368 | $154.5 萬 | 0.01% | −87−0.3% | 減碼 |
| JustInvest LLC | 28,382 | $154.6 萬 | 0.02% | −1,603−5.3% | 減碼 |
| Campbell & CO Investment Adviser LLC | 29,394 | $160.1 萬 | 0.12% | +4,369+17.5% | 加碼 |
| Toronto Dominion Bank | 29,414 | $160.2 萬 | 0.00% | +1,863+6.8% | 加碼 |
| Griffin Asset Management, Inc. | 29,769 | $162.2 萬 | 0.19% | −793−2.6% | 減碼 |
| Gradient Capital Advisors, LLC | 29,812 | $162.4 萬 | 0.52% | −1,630−5.2% | 減碼 |
| Inspirion Wealth Advisors, LLC | 30,083 | $165.4 萬 | 0.23% | −4,096−12.0% | 減碼 |
| Arkadios Wealth Advisors | 30,391 | $165.6 萬 | 0.09% | +11,478+60.7% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 31,307 | $170.6 萬 | 0.02% | +31,307 | 新進 |
| FIL Ltd | 31,727 | $172.8 萬 | 0.00% | +30,438+2,361.4% | 加碼 |
| Swedbank AB | 31,959 | $174.1 萬 | 0.00% | 00.0% | 不變 |
| SG Americas Securities, LLC | 32,007 | $174.4 萬 | 0.01% | −124,366−79.5% | 減碼 |
| Wealthcare Advisory Partners LLC | 32,148 | $175.1 萬 | 0.05% | −2,208−6.4% | 減碼 |
| Presima Inc. | 32,300 | $176.0 萬 | 0.43% | −1,000−3.0% | 減碼 |
| BridgePort Financial Solutions, LLC | 27,522 | $176.7 萬 | 0.80% | +27,522 | 新進 |
| US Bancorp | 32,764 | $178.5 萬 | 0.00% | +2,499+8.3% | 加碼 |
| Investmark Advisory Group LLC | 32,965 | $179.6 萬 | 0.88% | −1,460−4.2% | 減碼 |
| Pathway Financial Advisers, LLC | 33,860 | $184.5 萬 | 0.62% | −492−1.4% | 減碼 |
| Tredje AP-fonden | 33,977 | $185.1 萬 | 0.02% | 00.0% | 不變 |
| Weaver Consulting Group | 34,777 | $189.5 萬 | 0.58% | −70−0.2% | 減碼 |
| Stifel Financial Corp | 35,139 | $191.4 萬 | 0.00% | +3,355+10.6% | 加碼 |
| Horizon Kinetics Asset Management LLC | 35,150 | $191.5 萬 | 0.02% | +1,450+4.3% | 加碼 |
| Signet Financial Management, LLC | 35,644 | $194.2 萬 | 0.25% | +35,644 | 新進 |
| Utah Retirement Systems | 35,876 | $195.5 萬 | 0.02% | 00.0% | 不變 |
| Wellington Shields Capital Management, LLC | 35,910 | $195.6 萬 | 0.35% | −11,217−23.8% | 減碼 |
| Bank of Montreal | 35,927 | $195.7 萬 | 0.00% | +2,770+8.4% | 加碼 |
| Inceptionr LLC | 36,449 | $198.6 萬 | 0.44% | +36,449 | 新進 |
| XML Financial, LLC | 36,463 | $198.6 萬 | 0.18% | +1,646+4.7% | 加碼 |
| Xponance, Inc. | 37,709 | $205.4 萬 | 0.02% | +3,077+8.9% | 加碼 |
| Wolverine Trading, LLC | 38,133 | $208.2 萬 | 0.05% | +16,015+72.4% | 加碼 |
| Acadian Asset Management LLC | 38,692 | $210.6 萬 | 0.01% | +38,692 | 新進 |
| Ostrum Asset Management | 38,864 | $211.7 萬 | 0.18% | +4,398+12.8% | 加碼 |
| TD Asset Management Inc | 41,621 | $226.8 萬 | 0.00% | +7,774+23.0% | 加碼 |
| Rodgers Brothers Inc. | 41,750 | $227.5 萬 | 0.30% | +41,750 | 新進 |
| British Columbia Investment Management Corp | 41,900 | $228.3 萬 | 0.01% | +5,394+14.8% | 加碼 |
| DnB Asset Management AS | 42,493 | $231.5 萬 | 0.01% | +1,850+4.6% | 加碼 |
| Mubadala Investment Co PJSC | 43,389 | $236.4 萬 | 0.01% | +43,389 | 新進 |
| New Mexico Educational Retirement Board | 43,400 | $236.4 萬 | 0.08% | 00.0% | 不變 |
| Holocene Advisors, LP | 43,462 | $236.8 萬 | 0.01% | −35,966−45.3% | 減碼 |
| Verition Fund Management LLC | 43,642 | $237.8 萬 | 0.01% | +43,642 | 新進 |
| Ameritas Investment Partners, Inc. | 43,834 | $238.8 萬 | 0.08% | −1,065−2.4% | 減碼 |
| HighTower Advisors, LLC | 44,381 | $241.8 萬 | 0.00% | +193+0.4% | 加碼 |
| Oregon Public Employees Retirement Fund | 44,584 | $242.9 萬 | 0.04% | +330+0.7% | 加碼 |
| Agf Management Ltd | 45,204 | $246.3 萬 | 0.01% | −6,616−12.8% | 減碼 |
| Sanctuary Advisors, LLC | 44,618 | $248.4 萬 | 0.02% | +9,036+25.4% | 加碼 |
| CI Private Wealth, LLC | 45,901 | $250.1 萬 | 0.00% | −12,115−20.9% | 減碼 |
| Hantz Financial Services, Inc. | 46,530 | $253.5 萬 | 0.04% | −1,957−4.0% | 減碼 |
| Prudential Financial Inc | 47,056 | $256.4 萬 | 0.00% | +21,317+82.8% | 加碼 |
| Two Sigma Investments, LP | 47,797 | $260.4 萬 | 0.01% | +11,180+30.5% | 加碼 |
| Freedom Financial Partners LLC | 48,029 | $261.7 萬 | 1.26% | +48,029 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 48,638 | $265.0 萬 | 0.06% | +84+0.2% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 48,641 | $265.0 萬 | 0.79% | +1,535+3.3% | 加碼 |
| Coldstream Capital Management Inc | 48,758 | $265.6 萬 | 0.06% | +1,626+3.4% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 48,944 | $266.6 萬 | 0.08% | +48,944 | 新進 |
| Capital Square, LLC | 48,289 | $266.8 萬 | 1.52% | −2,710−5.3% | 減碼 |
| Cozad Asset Management Inc | 49,013 | $267.0 萬 | 0.25% | −8,914−15.4% | 減碼 |
| HighPoint Advisor Group LLC | 48,070 | $269.9 萬 | 0.15% | +53+0.1% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 49,997 | $272.4 萬 | 0.01% | +2,382+5.0% | 加碼 |
| New Insight Wealth Advisors | 50,018 | $272.5 萬 | 1.36% | −3,468−6.5% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 50,329 | $274.2 萬 | 0.05% | +50,329 | 新進 |
| Quantinno Capital Management LP | 50,382 | $274.5 萬 | 0.03% | +27,498+120.2% | 加碼 |
| AQR Capital Management LLC | 50,909 | $275.1 萬 | 0.00% | +28,796+130.2% | 加碼 |
| Romano Brothers and Company | 50,845 | $277.0 萬 | 0.35% | −175−0.3% | 減碼 |
| Baird Financial Group, Inc. | 51,003 | $277.9 萬 | 0.01% | +35,761+234.6% | 加碼 |
| Pensionfund DSM Netherlands | 51,300 | $279.5 萬 | 1.74% | −7,000−12.0% | 減碼 |
| State of Michigan Retirement System | 51,800 | $282.2 萬 | 0.01% | −200−0.4% | 減碼 |
| Pensionfund Sabic | 52,304 | $284.9 萬 | 0.75% | +8,000+18.1% | 加碼 |
| AXA S.A. | 52,522 | $286.1 萬 | 0.01% | +2,116+4.2% | 加碼 |
| Generali Asset Management SPA SGR | 52,635 | $286.8 萬 | 0.07% | +52,635 | 新進 |